To apply for this position, go to our website Ohnward Bancshares, Inc. 

www.ohnward.com

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• Apply Now

POSITION SUMMARY                                                                                                                                    

This position is responsible for managing and maintaining complex, comprehensive client relationships.  Responsible for managing, educating, resolving client issues, building relationships and meeting the needs of the plan sponsors and plan participants.

KEY ORGANIZATIONAL RELATIONSHIPS                                                                                                      

• Reports to Sr. Trust Officer.
• Works closely with Trust Department team, clients, vendors.

DUTIES AND RESPONSIBILITIES                                                                                                                    

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Managing and growing a book of business. 
• Developing solid relationships with clients, financial advisors and business partners. Ensuring client service expectations are met and exceeded while balancing the risk and exposure.
• Accountable for client retention, profitability and revenue goals.
• Performing complex inquires and research.  Ensuring adequate due diligence and recordkeeping.
• Provide training, onsite enrollment and education meetings for new and existing clients.
• Analyze and provide input regarding the investment strategy for plan participants in individual retirement solutions.
• Identify client needs and proactively propose value added retention
• Investment product knowledge (i.e., 401k options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, trust operations, etc.)
• Performs other duties as assigned.

SKILLS AND ABILITIES                                                                                                                                    

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

• Sound judgment, ethics and decision making skills.
• Strong client service and communication skills. Exceptional interpersonal skills.
• Good training techniques and familiarity with features and investment options.
• Problem solving, analytical skills and attention to detail.

EDUCATION AND EXPERIENCE                                                                                                                     

• Bachelor’s Degree in Business Administration, Finance, Sales or related field; 4-6 years’ experience and/or training; or equivalent combination of education and experience. 
• Investment product knowledge (i.e., 401k, options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, trust operations, etc.)

BENEFITS

Stakeholder Bonus

Health Insurance

Dental Insurance

Retirement Plan (401k) 3% Safe Harbor Contribution + Discretionary Contribution

10 Observed Holidays

PTO

Group Term Life provided

Short Term Disability - 100% provided by company

Long Term Disability

Maternity/Paternity Leave 100% of pay

Community Involvement

Pay-It-Ohnward Company Giving Program

Grilling for Charity Community Donations

Thank God Its Monday (TGIM) Company Event

To apply for this position, go to our website Ohnward Bancshares, Inc. 

www.ohnward.com

• About Us
• Careers
• Apply Now

Equal Opportunity Employer